Tailored Solutions for Your Diverse Business Needs

Businesses face a variety of challenges today, from regulatory and tax compliance to financing growth in a changing interest rate environment. We work closely with founder-owned business clients who prioritize their success by creating clear financial plans for crucial financial decisions. Our professionals have over 30 years of experience working with novel startups to more mature privately-held middle-market businesses ready to sell for strategic succession or retirement. Our team has worked on numerous private business sales, advising on the financial merits and tax implications of transactions to maximize client returns.

At AGIO, we know how hard you’ve worked to build your business and aim to help you retain as many of your resources as legally possible. We specialize in serving founder-owned businesses and their principals with valuable tax-smart accounting solutions and wealth preservation strategies. Whether you’re ready to sell your business or just getting out of the startup gate, our custom-tailored approach will help you keep more of your money at year-end and help grow and preserve your wealth.